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Portfolio (Quarterly) Guide ↗

Generali Powszechne Towarzystwo Emerytalne

· CIK 0002042955
13F Portfolio $631M AUM 25 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 6 Added 1 Reduced 6 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRV TRAVELERS COMPANIES INC Financial Services 20,118.0 $6.6M 1.05% $330.12 +10.1%
22 MCD MCDONALDS CORP Consumer Cyclical 20,118.0 $5.4M 0.86% $270.31 +0.2%
23 ACHR ARCHER AVIATION INC Industrials 1,000,000.0 $4.7M 0.75% $4.73 +33.2%
24 HONEYWELL INTL INC 10,059.0 $2.3M 0.36% NEW $223.90
25 HONEYWELL AEROSPACE INC 10,059.0 $2.2M 0.35% NEW $221.08
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.2%
Consumer Cyclical 13.7%
Basic Materials 9.0%
Healthcare 8.8%
Communication Services 8.5%
Industrials 7.7%
Financial Services 7.2%